GOVERNED UNITED SECURITY PROFESSIONALS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CONTRACTORS RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : THE CONTRACTORS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,116,097 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $268,619 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $240,020 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $28,599 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $860,198 |
| Value of total assets at end of year | 2023-12-31 | $2,356,784 |
| Value of total assets at beginning of year | 2023-12-31 | $1,509,306 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $0 |
| Total interest from all sources | 2023-12-31 | $5,581 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Participant contributions at end of year | 2023-12-31 | $164,226 |
| Participant contributions at beginning of year | 2023-12-31 | $130,517 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $847,478 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,356,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,509,306 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Interest on participant loans | 2023-12-31 | $5,581 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $2,192,558 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $1,378,789 |
| Net gain/loss from 103.12 investment entities | 2023-12-31 | $250,318 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $860,198 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $240,020 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | Yes |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Disclaimer |
| Accountancy firm name | 2023-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2023-12-31 | 470900880 |
| 2022 : THE CONTRACTORS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $375,180 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $254,865 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $196,302 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $20,563 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $624,600 |
| Value of total assets at end of year | 2022-12-31 | $1,509,306 |
| Value of total assets at beginning of year | 2022-12-31 | $1,388,991 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $38,000 |
| Total interest from all sources | 2022-12-31 | $3,124 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $38,000 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $0 |
| Participant contributions at end of year | 2022-12-31 | $130,517 |
| Participant contributions at beginning of year | 2022-12-31 | $75,924 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $120,315 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,509,306 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,388,991 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Interest on participant loans | 2022-12-31 | $3,124 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $1,378,789 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $1,313,067 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $-252,544 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $624,600 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $196,302 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
| Accountancy firm name | 2022-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2022-12-31 | 470900880 |
| 2021 : THE CONTRACTORS RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $813,120 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,251,448 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,225,846 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $25,602 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $648,184 |
| Value of total assets at end of year | 2021-12-31 | $1,388,991 |
| Value of total assets at beginning of year | 2021-12-31 | $1,827,319 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
| Total interest from all sources | 2021-12-31 | $3,478 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Participant contributions at end of year | 2021-12-31 | $75,924 |
| Participant contributions at beginning of year | 2021-12-31 | $117,710 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $32,155 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-438,328 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,388,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,827,319 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Interest on participant loans | 2021-12-31 | $3,478 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $1,313,067 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $1,709,609 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $161,458 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $616,029 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,225,846 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2021-12-31 | 470900880 |
| 2020 : THE CONTRACTORS RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $881,454 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $186,789 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $145,495 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $41,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $684,613 |
| Value of total assets at end of year | 2020-12-31 | $1,827,319 |
| Value of total assets at beginning of year | 2020-12-31 | $1,132,654 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $5,023 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $200,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Participant contributions at end of year | 2020-12-31 | $117,710 |
| Participant contributions at beginning of year | 2020-12-31 | $100,251 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $694,665 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,827,319 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,132,654 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Interest on participant loans | 2020-12-31 | $5,023 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $1,709,609 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $1,032,403 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $191,818 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $684,613 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $145,495 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2020-12-31 | 470900880 |
| 2019 : THE CONTRACTORS RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $941,121 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $153,172 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $141,730 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $11,442 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $848,984 |
| Value of total assets at end of year | 2019-12-31 | $1,132,654 |
| Value of total assets at beginning of year | 2019-12-31 | $344,705 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $2,282 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $40,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Participant contributions at end of year | 2019-12-31 | $100,251 |
| Participant contributions at beginning of year | 2019-12-31 | $20,389 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $11,878 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $787,949 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,132,654 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $344,705 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Interest on participant loans | 2019-12-31 | $2,282 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $1,032,403 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $324,316 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $89,855 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $837,106 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $141,730 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2019-12-31 | 470900880 |
